Jennifer
Deloach

Securian Financial Services, Inc

CRD#4021337
Investment Advisor
in Atlanta, GA
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About this Advisor

Jennifer Deloach is a certified financial planner based in Atlanta, Georgia. Currently an advisor at Securian Financial Services, Inc, Deloach has 11 years of practice as a registered investment advisor. Deloach holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Deloach is able to act as an advisor in Georgia. Throughout their career, Deloach has worked at Robert W. Baird & Co, Na, Certussecurities, Inc, Certus Investment Advisors, Acg Wealth Inc, Triad Advisors, Inc, Joyn Advisors Inc, Arkadios Capital, LLC and Securian Financial Services Inc. Securian Financial Services, Inc is located in Atlanta, Georgia, and operates out of 172 additional offices in the country. Overall, Securian Financial Services, Inc manages $10 billion in assets throughout 34,933 accounts and retains more than 1,703 people. The firm's total assets under management makes it one of the largest firms in the country. The firm manages 8,135 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 19% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Securian Financial Services, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1100 Abernathy Road Building 500 Suite 500
Atlanta, GA 30328

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Securian Financial Services, Inc Brokerage Details

Total Assets Under Management

$9,618,552,924

GA Average: $5,289,111,388
Total Number of Employees

1,635

GA Average: 157
Total Number of Accounts

39,256

GA Average: 8,262
Average Account Size

$245,021

GA Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jennifer Deloach Work History

Jennifer has 11 years of experience.

2018 - Present (1 year)

Joyn Advisors Inc

2018 - Present (1 year)

Securian Financial Services Inc

2016 - 2018 (2 years)

Arkadios Capital, LLC

2016 - 2018 (2 years)

Acg Wealth Inc

2013 - 2016 (3 years)

Acg Wealth Inc

2013 - 2016 (3 years)

Triad Advisors, Inc

2012 - 2012 (< 1 year)

Certussecurities, Inc

2012 - 2012 (< 1 year)

Certus Investment Advisors

2010 - 2012 (2 years)

Na

2007 - 2010 (3 years)

Robert W. Baird & Co

Disclosures

Jennifer Deloach has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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